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FUFRX vs SOCUX
FUFRX vs SOCUX Comparison
Open Charts FUFRX vs SOCUX
Spirit of America Utilities C
Price$20.69
Change+$0.15 (+0.73%)
VolumeN/A
Net Assets37.49M
FUFRX vs SOCUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUFRX has more cash in the bank: 6.84B vs. SOCUX (37.5M). SOCUX pays higher dividends than FUFRX: SOCUX (7.57) vs FUFRX (2.43). FUFRX was incepted earlier than SOCUX: FUFRX (12 years) vs SOCUX (2 years). SOCUX (2.66) is less costly to investors than FUFRX (0.52). SOCUX has a lower initial minimum investment than FUFRX: SOCUX (500) vs FUFRX (1000000). SOCUX annual gain was more profitable for investors over the last year : 22.24 vs. FUFRX (17.95).
| FUFRX | SOCUX | FUFRX / SOCUX | |
| Total Expense Ratio | 0.50 | 2.29 | 22% |
| Annual Report Gross Expense Ratio | 0.52 | 2.66 | 20% |
| Fund Existence | 12 years | 2 years | - |
| Gain YTD | 8.410 | 8.444 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 37.5M | 18,245% |
| Annual Yield % from dividends | 2.43 | 7.57 | 32% |
| Returns for 1 year | 17.95 | 22.24 | 81% |
| Returns for 3 years | 16.70 | N/A | - |
| Returns for 5 years | 35.52 | N/A | - |
| Returns for 10 years | 70.42 | N/A | - |
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